Torch Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Torch Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$257K	Hold	797	–	–	0.14%	98
2019 Q3	$238K	Buy	797 +77	+11%	+$22.9K	0.14%	95
2019 Q2	$212K	Hold	720	–	–	0.13%	100
2019 Q1	$205K	Buy	+720	New	+$197K	0.13%	102
2018 Q4	–	Sell	-720	Closed	-$211K	–	101
2018 Q3	$211K	Buy	+720	New	+$207K	0.13%	99
2014 Q3	–	Sell	-300	Closed	-$59K	–	170
2014 Q2	$59K	Hold	300	–	–	0.04%	151
2014 Q1	$56K	Buy	+300	New	+$55.4K	0.04%	148

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Torch Wealth Management's IVV Position: Q4 2019 in Review

Torch Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q4 2019 at 797 shares worth $257K. The position accounts for 0.14% of the portfolio, ranked #98.

Torch Wealth Management first reported a position in IVV in Q1 2014 and has held it in 7 quarters since. 1,912 funds tracked by Wall St. Rank hold IVV as of Q4 2019.

Torch Wealth Management held 797 shares of iShares Core S&P 500 ETF worth $257K as of Q4 2019.
Torch Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q4 2019.
iShares Core S&P 500 ETF made up 0.14% of Torch Wealth Management's portfolio in Q4 2019, its #98 holding.
Torch Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2014 and has held it in 7 quarters since.
1,912 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.